Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy t

Brent chats with Naomita Yadav about the tax and planning challenges of high-net-worth individuals migrating to the United States. They talk about global mobility, how tax can cause unexpected issues,

Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment strategies. They talk about the importance of plann

Brent chats with Tony Yu about the important differences between China, Singapore, Taiwan and Vietnam from a cultural, monetary, and planning perspective. They discuss how to adjust to those differenc

Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families. He gets into the increased estate tax exemption, tactics for using and m

Brent chats with Wallis Tsai about how to avoid the many bad life insurance policies with objective analysis. They discuss how to avoid those bad life insurance policies, war stories of nightmare sc

Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income interests, contributing the income interests to new

Brent chats with Sasha Young da Silva about estate and tax planning for Americans who have relocated to beautiful Portugal. They talk about the tax challenges of cross an international border, surpris

Brent chats with Nicole Davis, CPA, MBA founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA about why todays accountants can (and should) treat traditional compliance work as a choi

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can so